Managing Your Financial Future with Lucia Capital Group

5 Things You Didn't Know About Your Social Security Benefits


Listen Later

For many retirees, Social Security is a cornerstone of their income strategy. That makes sense - it helps establish how much support a retirement portfolio will need to provide, and when.

But understanding how to get the most out of your benefits is more than just choosing an age to start collecting. There are spousal and survivor benefits to factor in, family benefits, disability considerations, and even the possibility of taxes on what you receive.

Want to learn 5 surprising facts about Social Security that could affect your plan? Podcast host Johnny Dean and Rick “The Professor” Plum, CFP® tell you what you need to know on this week's episode of Managing Your Financial Future!

...more
View all episodesView all episodes
Download on the App Store

Managing Your Financial Future with Lucia Capital GroupBy Lucia Capital Group

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

23 ratings


More shows like Managing Your Financial Future with Lucia Capital Group

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

805 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,313 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

745 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

552 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

673 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

581 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

812 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

568 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

946 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

183 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

141 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

105 Listeners